Creative Planning’s EXCEED COMPANY LTD ORD SHS EDS Stock Holding History

Creative Planning’s Portfolio EDS Stock Details EDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-250	Closed	–	–	4062
2015 Q1	$0	Hold	250	–	–	﹤0.01%	4605
2014 Q4	$0	Hold	250	–	–	﹤0.01%	4541
2014 Q3	$0	Sell	250 -250	-50%	-$416	﹤0.01%	4317
2014 Q2	$1K	Buy	+500	New	+$832	﹤0.01%	3720

Other funds holding EDS

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's EDS Position: Q2 2015 in Review

Creative Planning sold out of EXCEED COMPANY LTD ORD SHS (EDS) in Q2 2015, closing a stake of 250 shares.

Creative Planning first reported a position in EDS in Q2 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 1 fund tracked by Wall St. Rank holds EDS as of Q2 2015.

Creative Planning reported no remaining EXCEED COMPANY LTD ORD SHS position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 250 EXCEED COMPANY LTD ORD SHS shares in Q2 2015.
Creative Planning first reported a position in EXCEED COMPANY LTD ORD SHS in Q2 2014 and held it in 4 quarters.
Creative Planning's EXCEED COMPANY LTD ORD SHS position peaked at $1K in Q2 2014.
1 fund tracked by Wall St. Rank held EXCEED COMPANY LTD ORD SHS as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.